Jobs - Current Jobs

Common operations with the Jobs Tab - Current Jobs subtab

jcj1 - Create a new job (or new booking)
To create a New Job or New Booking: Enter information on the next page:
Thu, 16 Feb, 2017 at 6:33 PM
jcj2 - Upload documents/photos for job
Documents or photos can be uploaded along with the job (MOT certificates, maintenance records, etc) Up to 3 files can be uploaded at a time. This...
Thu, 16 Feb, 2017 at 6:33 PM
jcj3 - Building a basic check sheet
Items in the check sheet can be dragged and dropped to reorganize (click on the :: symbol next to each item) Boxes next to items can be clicked once...
Thu, 16 Feb, 2017 at 6:33 PM
jcj4 - Clocking time on the job
Adding a new time entry causes the display to change: Clicking transfer to invoice displays 2 options: Transfer as one line: all hour...
Thu, 16 Feb, 2017 at 6:34 PM
jcj5 - Create a New Follow Up
Navigate to the following screen and click New Follow Up: Specify the follow up date and time:
Thu, 16 Feb, 2017 at 6:34 PM
jcj6 - Add notes to jobs
All jobs can have notes attached to them. These can be added by doing the following: Notes can be made "office only" so it will not b...
Thu, 16 Feb, 2017 at 6:35 PM